See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,417 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,708 | $80,673+60.8% | $101,326+28.0% | $84,808+52.9% |
| Participation rate | 98.5% | 77.8%+20.7pp | 81.5%+17.0pp | 68.3%+30.2pp |
| Annual return | 20.88% | 38.95%-18.1pp | 36.82%-15.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $8,839 | $2,698+227.6% | $3,665+141.1% | $2,631+235.9% |
| Participant deferral / active EE | $25,596 | $6,840+274.2% | $7,994+220.2% | $4,212+507.8% |
| Admin fee / account holder | $7 | $12,784-99.9% | $11,185-99.9% | $7,344-99.9% |